Saving a Lookup as a Group

After you create a lookup to find contacts, accounts, opportunities, leads or tickets, you may want to save the lookup as a group so you can access it again.

To create a group using a lookup:

  1. Perform a Lookup from a List view.
  2. Right-click the Lookup Results tab, and select Save Lookup as Group.
  3. In the Save Lookup Results as New Group dialog box, specify a descriptive name in the Group Name field.
  4. Click OK.
    Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by your administrator. Use the Groups list to manage your Favorites.
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